| Revenue growth | Q4 Revenue up 30% YoY; FY26 Operating Profit up 24% YoY. |
|---|---|
| Margins | Operating leverage expected to kick in as AUM grows; margins currently mix-dependent. |
| Demand visibility | Strong SIP momentum and digital transactions; commodity ETFs seeing significant retail interest. |
| Management confidence | High; fastest growing Top-10 AMC in FY26 with highest market share since 2019. |
Growth
Q4 Revenue INR 7.39bn (+30% YoY), PAT INR 3.85bn (+29% YoY). MF QAAUM up 30.1% YoY to INR 7.25tn.
Outlook
Dividend payout of INR 21.50/share (~91.5% of profit). Expense growth guidance 15-16% YoY excluding ESOPs.
Risks
Market volatility impacting 'Other Income'; regulatory changes starting April 1st impacting equity yields by 3.5-4 bps.
Earnings Call filed with BSE, NSE: NAM-INDIA. Summary written with AI assistance from the document.
Nippon Life India Asset Management Ltd: key numbers
- Share price
- ₹1,157.00
- Market cap
- ₹74,053 Cr
- Revenue (annual)
- ₹2,709 Cr
- Net profit (annual)
- ₹1,529 Cr
- P/E (TTM)
- 45.2×Sector 22.0×
- Promoter holding
- 71.80%-0.13% QoQ
- FII holding
- 7.04%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Nippon Life India Asset Management Ltd
All →Nippon Life India Asset Management Other Announcement
Nippon Life India Asset Management has been assigned an ESG rating of 69.16 by Niche Ninety Nine Capability and Certifications (OPC) Private Limited.
Nippon Life India Asset Management Employee Stock Options
Designated persons of Nippon Life India Asset Management Ltd acquired shares via ESOP, totaling ₹0.96 Crore. This transaction involves employee equity allotments.
- Value
- ₹1.19 Cr
Nippon Life India Asset Management Employee Stock Options
Nippon Life India AM allotted 1,67,994 ESOP shares under three employee schemes. Paid-up capital rises to 63,99,49,560 equity shares of Rs.10 each.
Nippon Life India Asset Management Investor Presentation: Key Takeaways
Nippon Life India Asset Management (NAM India) showcased market share gains and record folio counts for Q1 FY27, focusing on investor acquisition and systematic flows.
Nippon Life India Asset Management Investor Presentation: Key Takeaways
Nippon Life India AM reports Q1 FY27 results with record quarterly PAT of INR 5.04 bn (+27% YoY) and operating profit of INR 4.94 bn (+31% YoY).
Nippon Life India Asset Management Earnings Call Transcript: Key Takeaways
Nippon Life India (NAM India) reported its highest-ever annual PAT of INR 15.29 bn for FY26. The company remains the fastest-growing top-10 AMC with an 8.89% market share.